Director, Private Markets Research

About the role

The Global Investment Research (GIR) team is a client-facing investment research group within the Equity and Multi-Asset business vertical of FTSE Russell. The team publishes insights on current market dynamics across global regions and asset classes, including equities, equity factors, fixed income, multi-asset, cross-asset, wealth, asset allocation, and portfolio construction dynamics. Our analysis is based primarily on data from FTSE Russell indices, along with other LSEG data sets and some external data sources.

Responsibilities

• Lead the initiation of Private Markets research for GIR.
• Develop private markets research using index data (FTSE Russell & Stepstone index families, and other possible indices in the future).
• Highlight asset allocation insights within private markets as well as how private markets fit into wider cross-asset portfolios from a total portfolio perspective, including public and private markets.
• Communicate clearly and succinctly, and present to clients across the value chain and investor ecosystem.
• Host webinars, senior/strategic client-facing research engagements, and actively participate in industry conferences and events.
• Work closely and collaboratively with others in the GIR team and contribute to the research efforts of team members across asset classes, who are based in different global locations.
• Engage and partner with key internal stakeholders in Product, Index methodology research, Marketing, Sales, and external stakeholders of FTSE Russell.
• Support index product strategies to drive ETF client adoption and AUM-based revenues from both the Wealth and Institutional channels.
• Be comfortable with both the Wealth and Institutional channels.

Requirements

• Post-Graduate degree in investment management related field, or equivalent experience.
• CAIA or CFA certification would be a big plus.
• 10+ years experience in private markets investment research and portfolio management, either on buy-side or sell-side, in wealth or institutional money management.
• Adequate understanding of global financial markets, multi-asset investing, and private markets.
• Strong knowledge and understanding of investment analytics and quantitative investment techniques.
• Good coding skills to support empirical research, including good working knowledge of a quantitative programming language such as Python.
• Familiarity with Git, collaborating on coding projects/package management, Streamlit/Dash experience, and SQL.
• Familiarity with and interest in financial data.
• Experience with LSEG Workspace and Datastream, and similar data platforms.
• Experience working with index data and financial datasets.
• A proven track record of authorship of client facing research publications and presentations.
• Experience of senior level client engagement in a research capacity, with the required gravitas and presentation skills.

Qualifications

• Deep understanding of financial markets holistically, the private markets landscape, and ability to explain relative merits between them and how they could be integrated into portfolios.
• Strong quantitative skills.
• The ability to communicate clearly & succinctly, and present to clients across the value chain and investor ecosystem.

Skills

• Deep understanding of financial markets holistically, the private markets landscape, and ability to explain relative merits between them and how they could be integrated into portfolios.
• Strong quantitative skills.
• Ideal familiarity with Python (or other coding languages), and analytics platforms like LSEG Workspace and Datastream.
• The ability to communicate clearly & succinctly, and present to clients across the value chain and investor ecosystem.

Benefits

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $239,800 - $399,600. Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Annual Incentive Plan (AIP/”bonus plan”). Target AIP rates will be commensurate with role level and posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.